John Hancock Preferred Income Fund II
HPF
46 hedge funds and large institutions have $25.5M invested in John Hancock Preferred Income Fund II in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 6 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
28% more capital invested
Capital invested by funds: $19.9M → $25.5M (+$5.62M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1.13% more ownership
Funds ownership: 6.43% → 7.55% (+1.1%)
0% more funds holding
Funds holding: 46 → 46 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Axim Planning & Wealth
Springboro,
Ohio
|
+$1.28M |
| 2 |
Morgan Stanley
New York
|
+$900K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$743K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$721K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$651K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$146K |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$87.3K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$84.1K |
| 4 |
MA
Montag & Associates
Atlanta,
Georgia
|
-$75K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$69.1K |
HPF Hedge Fund Activity: Q4 2023 in Review
46 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q4 2023, worth a combined $25.5M — up 28% from $19.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HPF positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Axim Planning & Wealth, opening a new position worth an estimated $1.28M. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $146K sold.
- 46 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $25.5M of John Hancock Preferred Income Fund II stock for Q4 2023, up 28% quarter-over-quarter.
- 7 funds opened new John Hancock Preferred Income Fund II positions in Q4 2023 and 6 closed out, a net change of +1 holder.
- The largest John Hancock Preferred Income Fund II buyer in Q4 2023 was Axim Planning & Wealth, an estimated $1.28M added.
- The largest John Hancock Preferred Income Fund II seller in Q4 2023 was CAPTRUST Financial Advisors, an estimated $146K sold.
Based on aggregated 13F filings for Q4 2023.